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Creating Asset Inspection Forms using the Web App
This chapter outlines the features of the web application, including creating and scheduling forms, managing issues and actions, creating ERP notifications, and performing archive and search functions.
Create and Schedule Forms
Form Author creates forms with multiple questions for asset inspections and publishes them. The published forms are assigned to technicians depending on their availability.
Create Inspection Forms from Templates
Create Templates from Existing Templates
You can copy the details of an existing template and create a new template instantly.

Title and Copyright
Copyright and Terms of Use page for Connected Back Office.
Preface
Understand audience, know related documents and products and conventions followed in this document.
Introduction to mInspections
This chapter provides an overview of the mInspections application for Plant and Asset maintenance, covering topics such as its benefits, new features, enhancements, and system requirements.
Conducting Inspections using the Mobile App
The chapter discusses the mInspections mobile application, outlining its features which include conducting inspections, creating ad-hoc inspections, and managing issues and actions.
Creating Asset Inspection Forms using the Web App
This chapter outlines the features of the web application, including creating and scheduling forms, managing issues and actions, creating ERP notifications, and performing archive and search functions.
- Overview of the Web Application
  The mInspections web application features sections for managing forms, scheduling inspections, monitoring issues, and handling archived forms. Users can create, edit, schedule, monitor, and archive forms, as well as manage follow-up actions and use templates for regular inspections.
- Create and Schedule Forms
  Form Author creates forms with multiple questions for asset inspections and publishes them. The published forms are assigned to technicians depending on their availability.
  - Pointers for creating an effective form
  - Create and Publish a Form
    Create forms with pages, sections, and questions within sections, and publish them for asset maintenance.
  - Create Inspection Forms from Templates
    - Create Form Templates
      Create a form that includes organized sections with specific questions for data collection.
    - Import Questions from Template
      You can import sections and questions from the template to create a form quickly.
    - Create Templates from Existing Templates
      You can copy the details of an existing template and create a new template instantly.
    - Edit Form Templates
      As a Form Author, you can edit form templates to meet the new requirements of asset inspection. As part of editing a form template, you can change the name of the form, description, asset details for which you want to create a form. You can also edit, drag drop, copy, and delete pages, sections, and questions.
    - Archive Form Templates
      Archive form templates when no longer needed for asset inspection, restore archived forms, and delete forms as necessary.
  - Schedule and Assign Form
    Inspections can be scheduled at header or question level based on dates or frequency such as daily, weekly, bi-weekly, or monthly. Technicians can be assigned based on their availability during shifts and slots, but only published rounds can be scheduled and assigned.
- Create Ad-Hoc Forms
  Generate and schedule an Ad-hoc form from Published or Scheduled forms from the web app for emergency situations.
- Monitor Inspections
  Monitor inspections execution by viewing the status of inspections and accessing forms and inspection details.
- Create and Manage Issues and Actions
  Manage issues and actions in the Observations section of the mInspections application. Technicians create and view these while executing inspections, with email alerts sent for issue/action creation, assignment, and closure.
- Create ERP Notification against an asset
  Create a notification for equipment or functional location while conducting inspections. The Notification triggers in the backend SAP system with a notification number.
- Manage Inspections
  This section covers topics such as Archive, Restore, and Delete Round Plans, as well as Search & Filter functionality for Rounds, Issues, and Actions.
Working with Master Data
Use the Master Configuration module to add, modify, activate / deactivate Plants, Shifts, Location, Assets, Unit of Measurement, and Global Response Set master data. As an admin, you can create master data like plants, assets, locations, units of measurements, and global response set data that can be used to create forms and rounds.
Onboarding Tenants/Super Admins
Use the Tenant Management module to create tenant or super admin roles for onboarded customers/user and provide access to the applications and modules.
Onboarding Users and Assigning Roles
Use the User Management module to create roles and so on, create users, and assign relevant roles to the users.

Create Templates from Existing Templates

You can copy the details of an existing template and create a new template instantly.

To copy an existing template and create a new one:

Click the Templates section on the left-side pane.
The Templates screen with the list of draft and published form templates is displayed.
Click the More icon and select Copy for the form template that you want to copy.
A copy of the template is created and you can see the copied template in the list.
Click on the copied template and click Edit.
Update the template as required.